Tapewire

NYSE · USD

JXN

Jackson Financial Inc.

Export transactions ↓
Tapewire entity
3581
SEC CIK
0001822993
Parsed reports
622

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 10, 2024 Filed Mar 12, 2024 20:34 UTC
Raub ChristopherEVP and Chief Risk Officer
Disposition to issuerCommon Stock 2,646.04 $59.00 $156,116.36
Disclosure

SEC source: 0001062993-24-006280 · form4.xml · nonDerivative · entry 4

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,324.52

F4 · shares: Reflects the cash settlement of 2646.04 converted shares awarded as part of the 2023 Annual Grant of Restricted Share Units ("RSUs"), including related converted dividend equivalents.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:34 UTC
Raub ChristopherEVP and Chief Risk Officer
Exercise / conversionCommon Stock 2,646.04 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006280 · form4.xml · nonDerivative · entry 3

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,970.56

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · shares: Reflects the vesting of the first tranche of the 2023 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:34 UTC
Raub ChristopherEVP and Chief Risk Officer
Disposition to issuerCommon Stock 3,063.29 $59.00 $180,734.11
Disclosure

SEC source: 0001062993-24-006280 · form4.xml · nonDerivative · entry 2

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,324.52

F3 · shares: Reflects the cash settlement of 3063.29 converted shares awarded as part of the 2022 Annual Grant of Restricted Share Units ("RSUs"), including related converted dividend equivalents.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:34 UTC
Raub ChristopherEVP and Chief Risk Officer
Exercise / conversionCommon Stock 3,063.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006280 · form4.xml · nonDerivative · entry 1

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,387.81

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Reflects the vesting of the second tranche of the 2022 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. RSUs convert into common stock on a one-for-one basis.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC
Chelko CarrieEVP, General Counsel
GrantCommon Stock 10,019 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-006277 · form4.xml · nonDerivative · entry 3

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,509.42

F3 · shares: March 10, 2024 annual award of Restricted Share Units ("RSUs") that vest in three installments, where the first third vests on the one-year anniversary of the grant date, March 10, 2025, the next third vests on the two-year anniversary of the grant date, March 10, 2026, and the remainder vests on the three-year anniversary of the grant date, March 10, 2027.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC
Chelko CarrieEVP, General Counsel
Tax withholdingCommon Stock 1,563.61 $59.00 $92,252.99
Disclosure

SEC source: 0001062993-24-006277 · form4.xml · nonDerivative · entry 2

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,490.42

F2 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the first tranche of the 2023 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

Read SEC document
March 10, 2024 Filed Mar 12, 2024 20:33 UTC
Chelko CarrieEVP, General Counsel
Tax withholdingCommon Stock 1,652.37 $59.00 $97,489.83
Disclosure

SEC source: 0001062993-24-006277 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,054.03

F1 · shares: Shares withheld to pay the reporting person's tax withholding obligation, upon vesting of the second tranche of the 2022 Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and related fractional shares were applied to cover the tax obligation for the reporting person.

Read SEC document
March 04, 2024 Filed Mar 5, 2024 21:12 UTC PurchaseCommon Stock 3,500 $55.67 $194,845.00
Disclosure

SEC source: 0001062993-24-005487 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,725.55

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $55.55 to $55.75, inclusive. Mr. Kirkland undertakes to provide to Jackson Financial Inc., any security holder of Jackson Financial Inc., or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

F2 · ownership.direct: Shares purchased in Mr. Kirkland's account, MSSB C/F Derek Kirkland, IRA.

Read SEC document
March 04, 2024 Filed Mar 5, 2024 21:25 UTC
Chelko CarrieEVP, General Counsel
Tax withholdingCommon Stock 629.75 $54.87 $34,554.38
Disclosure

SEC source: 0001062993-24-005501 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,706.4

F1 · kind: Shares withheld to cover tax obligation upon vesting of the final tranche of the reporting person's 2021 Sign-on Award of Restricted Share Units ("RSUs"). Upon vesting, net shares were distributed and the related fractional shares were applied to shares withheld to cover the tax obligation for the reporting person.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 17:13 UTC GrantCommon Stock 44,682.68 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-002000 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 206,763.16

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:10 UTC
Cummings Don WSVP and CAO
GrantCommon Stock 10,053.56 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001992 · form4.xml · nonDerivative · entry 1

Cummings Don W · CIK 0001575566 · SVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,662.57

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time and the reporting person's continued employment by the Company. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:12 UTC
Smith Craig DonaldCEO, CIO & Pres PPM America
GrantCommon Stock 29,043.57 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001999 · form4.xml · nonDerivative · entry 1

Smith Craig Donald · CIK 0001856283 · CEO, CIO & Pres PPM America

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 130,890.6

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:12 UTC
Raub ChristopherEVP and Chief Risk Officer
GrantRestricted Share Units · Derivative 3,957.69 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001998 · form4.xml · derivative · entry 1

Raub Christopher · CIK 0001977482 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,472.6

Underlying: Common Stock · 3,957.69 shares

Expires not disclosed

F1 · derivative.exercise_price: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in cash.

F2 · kind: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

F2 · shares: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

F2 · derivative.expiration_date: Each restricted stock unit represents a contingent right to receive one share of JFI common stock.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:12 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 12,147.89 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001997 · form4.xml · nonDerivative · entry 2

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,990.31

F2 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:12 UTC
Romine ScottPresident and CEO, JNLD
GrantCommon Stock 15,638.96 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001997 · form4.xml · nonDerivative · entry 1

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,941.47

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:10 UTC
Prieskorn Laura LoueneDirector · CEO, President and Director
GrantCommon Stock 71,490.75 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001994 · form4.xml · nonDerivative · entry 1

Prieskorn Laura Louene · CIK 0001856349 · Director · CEO, President and Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 361,039.39

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:10 UTC
Ganguly Devkumar DilipEVP & Chief Operating Officer
GrantCommon Stock 22,341.76 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001993 · form4.xml · nonDerivative · entry 1

Ganguly Devkumar Dilip · CIK 0001856351 · EVP & Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,593.32

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time and the reporting person's continued employment by the Company. Upon vesting, these will settle in shares.

Read SEC document
February 01, 2024 Filed Feb 5, 2024 22:09 UTC
Chelko CarrieEVP, General Counsel
GrantCommon Stock 17,872.61 $0.00 $0.00
Disclosure

SEC source: 0001062993-24-001991 · form4.xml · nonDerivative · entry 1

Chelko Carrie · CIK 0001884039 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,336.15

F1 · security: Reflects shares (and accrued dividend equivalents) earned based on achievement of performance metrics of the 2021 Performance Share Unit Award that remain "restricted," subject to vesting based on the passage of time and the reporting person's continued employment by the Company. Upon vesting, these will settle in shares.

Read SEC document
December 27, 2023 Filed Dec 29, 2023 16:52 UTC
Romine ScottPresident and CEO, JNLD
Tax withholdingCommon Stock 1,126.74 $52.02 $58,613.01
Disclosure

SEC source: 0001062993-23-023273 · form4.xml · nonDerivative · entry 1

Romine Scott · CIK 0001900824 · President and CEO, JNLD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,302.51

F1 · security: Shares withheld to cover tax obligations upon vesting of the second tranche of the December 27, 2021 Annual Grant of Restricted Share Units ("RSUs") and related dividend equivalents. Upon vesting, net shares were distributed but the related fractional shares were applied to shares withheld to cover related tax obligations for the reporting person.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 64.24 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 7

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,119.83

F7 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, where the Director elected to receive equity in lieu of the cash portion of the 2023-2024 Annual Director Compensation. The underlying RSUs vest in four equal installments. The first quarter vested on August 31, 2023, the second quarter on November 30, and the remaining installments vest on February 29, 2024, and May 31, 2024, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 70.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 6

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,055.59

F6 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 56.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 5

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,984.93

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, where the Director elected equity in lieu of the cash portion of the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 56.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 4

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,928.08

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 55.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 3

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,871.23

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 52.08 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 2

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,815.36

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, where the Director elected equity in lieu of the cash portion of the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 78.13 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022785 · form4.xml · nonDerivative · entry 1

STECHER ESTA E · CIK 0001180591 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,763.28

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as a Director Founders' Award. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 70.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022783 · form4.xml · nonDerivative · entry 3

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,481.45

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 56.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022783 · form4.xml · nonDerivative · entry 2

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,410.79

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:04 UTC GrantCommon Stock 3.86 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022783 · form4.xml · nonDerivative · entry 1

Noles Russell G · CIK 0001876171 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,353.94

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 53.53 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 7

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,721.41

F7 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, where the Director elected to receive equity in lieu of the cash portion of the 2023-2024 Annual Director Compensation. The underlying RSUs vest in four equal installments. The first quarter vested on August 31, 2023, the second quarter on November 30, and the remaining installments vest on February 29, 2024, and May 31, 2024, subject to the Director's continued service through such dates. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 70.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 6

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,667.88

F6 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 47.37 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 5

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,597.22

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, where the Director elected equity in lieu of the cash portion of the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 56.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 4

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,549.85

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 55.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 3

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,493

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 43.4 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 2

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,437.13

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient, where the Director elected equity in lieu of the cash portion of the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 78.13 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022775 · form4.xml · nonDerivative · entry 1

Claffee Lily Fu · CIK 0001876346 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,393.73

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as a Director Founders' Award. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:03 UTC GrantCommon Stock 70.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022779 · form4.xml · nonDerivative · entry 2

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,225.55

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:03 UTC GrantCommon Stock 3.86 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022779 · form4.xml · nonDerivative · entry 1

Kirkland Derek G · CIK 0001876366 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,154.89

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 17:02 UTC GrantCommon Stock 70.66 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022777 · form4.xml · nonDerivative · entry 4

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,730.57

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 17:02 UTC GrantCommon Stock 56.85 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022777 · form4.xml · nonDerivative · entry 3

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,659.91

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 17:02 UTC GrantCommon Stock 55.87 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022777 · form4.xml · nonDerivative · entry 2

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,603.06

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 17:02 UTC GrantCommon Stock 78.13 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022777 · form4.xml · nonDerivative · entry 1

Durant Gregory T · CIK 0001875587 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,547.19

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient on October 4, 2021, as a Director Founders' Award. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 16:39 UTC GrantCommon Stock 274.86 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022758 · form4.xml · nonDerivative · entry 3

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,169.5

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the March 2023 Annual Grant. These RSUs vest over three years, where the first third vests on the one-year anniversary of the grant date, March 10, 2024, the next third vests on the two-year anniversary of the grant date, March 10, 2025, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2026. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

F4 · balance_after: The total reflects adjustments to correct inadvertent errors in the number of shares awarded in the March 10, 2023, equity grant, and subsequent accruals of dividend equivalent units in March, June, and September, the number of RSUs that vested on an accelerated basis on November 29, 2023, and the number of shares withheld on that date.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 16:39 UTC GrantCommon Stock 198.88 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022758 · form4.xml · nonDerivative · entry 2

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,878.29

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the March 2022 Annual Grant. These RSUs vest over three years. The first third vested on the one-year anniversary of the grant date, March 10, 2023, the next third vests on the two-year anniversary of the grant date, March 10, 2024, and the remaining third vests on the three-year anniversary of the grant date, March 10, 2025. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 16:39 UTC GrantCommon Stock 134.41 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022758 · form4.xml · nonDerivative · entry 1

Wadsten Marcia Lynn · CIK 0001855725 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 161,679.41

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as part of the October 2021 Annual Grant. These RSUs vest over 30 months in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third vests on April 4, 2024. Upon vesting, full shares are distributed and fractional shares are applied to shares withheld to cover tax obligations.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 141.34 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022778 · form4.xml · nonDerivative · entry 5

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,124.39

F5 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2023-2024 Annual Director Compensation. The RSUs fully vest on June 1, 2024, or the next Annual Meeting of Shareholders, whichever comes first, subject to the Director's continued service through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 125.06 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022778 · form4.xml · nonDerivative · entry 4

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,983.05

F4 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2022-2023 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 57.29 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022778 · form4.xml · nonDerivative · entry 3

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,857.99

F3 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation (True-Up). The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 171.9 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022778 · form4.xml · nonDerivative · entry 2

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,800.7

F2 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the underlying equity granted to the recipient as the 2021-2022 Annual Director Compensation. The underlying RSUs and dividend equivalents received thus far are fully vested. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document
December 14, 2023 Filed Dec 18, 2023 22:02 UTC GrantCommon Stock 625.09 $0.00 $0.00
Disclosure

SEC source: 0001062993-23-022778 · form4.xml · nonDerivative · entry 1

KANDARIAN STEVEN A · CIK 0001255728 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,628.8

F1 · security: Acquired dividend equivalents in the form of Restricted Share Units ("RSUs"), which are subject to the same terms and conditions as the remaining underlying equity granted to the recipient on October 4, 2021, as a Director Founders' Award. The RSUs vest over three years in three installments. The first third vested on the one-year anniversary of the grant date, October 4, 2022, the next third vested on the two-year anniversary of the grant date, October 4, 2023, and the remaining third shall vest on the three-year anniversary of the grant date, October 4, 2024, subject to the Director's continued employment through such date. Upon the Director's end of service, vested RSUs will settle in shares of common stock on a one-for-one basis and vested fractional shares will be paid out in cash.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.